Copy a Project Budget

When you copy budget information into a project, that project’s existing budget (if any) is overwritten. You can never return to the original budget.

You cannot copy the budget from a project with a regular charge type to an overhead or promotional project, or vice versa.

Before you proceed, check the project's existing budget to be sure that you want to override it.

To copy a budget from one project to another project, complete the following steps:

1. From the Vision Navigation menu, click Accounting > Budgeting > Project Budgeting.
2. On the Project Budget Worksheet form, select a project. This is the project to which you want to copy budget data. Vision displays previously entered budget information for the project.
3. On the toolbar, click Copy.
4. On the Copy Budgets From dialog box, click beside the Project field and select a project. This is the project from which you are want to copy budget data.
5. Optional. Select a phase and task to narrow the amount of budget data copied.
6. Optional. Select the Copy budget hours and amounts option to include hours and amounts in the data copied. If the project budget that you are copying does not include budgeting at the labor code level, the option is instead called Copy budget amounts.
   • For labor budgets, Vision copies the labor codes. If you select the Copy budget hours and amounts option, Vision also copies budgeted hours and amounts for both billing and cost budgets.
   • For expense budgets, Vision copies the account number and vendor. If you select the Copy budget hours and amounts option, Vision also copies budgeted amounts for both billing and cost budgets.
7. Click OK. Vision displays the Confirm Copy Budget dialog box.
8. Click OK to proceed. Vision deletes existing budget data for the to project, then copies budget data from the from project.
9. Click Save.

After you copy the budget, modify the budget data and save again.